PACIFIC CAPITAL Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Pacific Capital is an exclusive family office wealth management firm, serving ambitious entrepreneurs and high-net-worth families who turn to us when they’re ready for a strategic partner, not just an advisor.
 
Based in Southern California with offices in Corona and Newport Beach, our clients are growth-minded business owners, legacy creators, and families with significant liquidity who are seeking a concierge-level wealth management experience.
 
Unlike firms built around product sales or standard portfolio management, our fiduciary model means we’re wholly aligned with your interests. We integrate business advisory, tax planning, investment strategy, estate and legacy planning, and family governance into a unified framework.
 
We begin with our proprietary Financial Life Inspection®, a rigorous assessment that evaluates your financial foundation across dozens of critical checkpoints. From there, we build customized strategies with your ambitions, values, and multigenerational goals at the center.
 
As a fully independent Fiduciary, we maintain independence from large bank-controlled platforms. Our success is defined by your achievement of meaningful life outcomes, not simply beating an index. We serve fewer clients with higher personalization, bringing an entrepreneurial mindset to wealth stewardship.
 
If you’re ready for a strategic partnership that supports the financial success of entrepreneurs and their families, we’d welcome a conversation.

Contact us today to learn more at 844-777-8777

Disclosures: https://pacificcapital.com/disclosures/

Sign up for free to view info

Company overview Email format